
Jessica Miller Osteen, CFP®, CPM®


Here at The Miller-Miller Group, we pride ourselves on providing you with first-class service. Please find below our Topic of the Month which includes instructions on how to access your tax forms on Morgan Stanley Online and the Morgan Stanley Mobile App. Additionally, we've provided you with helpful resources to learn how we service our clients.
We are committed to keeping you informed about matters affecting your account(s). Below, please find how to access your tax form(s). Feel free to reach out directly with any questions about tax season.
On your Morgan Stanley Online (Desktop View):
- Log in to your account on morganstanley.com/online, or click the button below.
- Click "Accounts" on the menu on top of the screen, and choose "Documents" in the dropdown list.
- On the next screen, click "Tax documents - 2025 Tax Year" button, to access your 2025 tax forms. You can also access your historical tax year forms here as well.
On your Morgan Stanley Mobile App:- Log in to your account.
- Click "Accounts" icon on the menu at the bottom of the screen.
- Then, click "View All Accounts" (blue font) on top.
- Next, you will see a menu on the top of the screen.
- Click "Documents" on the far right.
- Click "Filter", and change "Statement" (default option) to "Tax Documents" in the dropdown list. Also choose "2025" in Tax Year column, and click "Apply" below.
For more detailed information and instructions, including how to add external accounts on the Morgan Stanley App, please see our Total Wealth View Client Guide.
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We engage with our Executive Planning Director and Wealth Planning Center to provide a fully integrated, comprehensive analysis of your balance sheet, estate plan, and investment strategy through a collaborative process. At your request we will coordinate with your legal tax advisors as well.
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